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...issions per person (including the senior person and part-time back-up). And th...ily reject the whole idea of service centers as unworkable. What does make it ...

... AM by Don Phin This content has not been rated yet. COMMUNITY INVOLVEMENT CHECKLIST: Organize a neighborhood cleanup project; Support or start a community job training center; Offer free assistance to needy area residents; Organize a walk-a-thon to promote a community cause; Hold a blood drive on the company premises; Adopt a nursing home, and support it with employee volunteers; Staff your child care center with senior citizens; Lobby local, state and national legislators about community issues; Sponsor an AIDS Awareness Week; Offer funding and volunteers to a local drug rehabilitation center; Join with local banks to develop an affordable housing program; Wage a community literacy campaign; Sponsor an entrepreneurship program for area high school students; Train high schoolers in the community in career development and interviewing skills; Support a child abuse ... Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back Community Involvement Checklist:1/26/2015 12:00:00 AM by Don Phin This content has not been rated yet. COMMUNITY INVOLVEMENT CHECKLIST: Organize a neighborhood cleanup project; Support or start a community job training center; Offer free assistance to needy area residents; Organize a walk-a-thon to promote a community cause; Hold a blood drive on the company premises; Adopt a nursing home, and support it with employee volunteers; Staff your child care center with senior citizens; Lobby local, state and national legislators about community issues; Sponsor an AIDS Awareness Week; Offer funding and volunteers to a local drug rehabilitation ...

... list five graduating high school seniors who they believe might make good pro...you're interested in both graduating seniors and alumni who may have been out ...

... the financial and operational results are achieved. The first two years after the acquisition are the most essential in integrating the bank-insurance cultures. The sellers should have a great deal of the responsibility for a successful integration, and variable pricing helps ensure their commitment to this process. The most successful bank/agency relationships take full advantage of the agency's sales culture, and insurance activities are supported by the bank's senior management. The sales culture of a good insurance agency can be a welcome addition to banks as they attempt to orient themselves to more new business. The development of incentive compensation for bank employees for insurance referrals and a strong emphasis on insurance products from the bank's senior management are crucial elements of success. Significant improvements in operating margins have been difficult to achieve. Commercial and Personal P/C ... in the foreseeable future. However, not all banks will elect to pursue insurance distribution as a core part of their business. Developing the appropriate expectations and a comprehensive game plan is essential for success. This article is reproduced by permission from the Property/Casualty edition of The National Underwriter. Robert C. Smith is senior vice president and a principal of Reagan Consulting, Inc., 7 Piedmont Center, Suite 417, Atlanta, GA 30305. He can be reached at (404) 233-5545 or by E-mail at [email protected] . Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole lot of time & money ...

... PR Newsletters Employees Articles Blog Photos Group Connections Reviews IMMS Library Immerse yourself in our stacks. Take some time and browse through our library. We have thousands of articles, checklists, tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All senior management Articles tagged with senior management Back Broker Saves The Day With Crisis Tool This content has not been rated yet. CompleteMarkets Editor , Karen Rutherford 7/1 /2015 12:00:00 AM Offering business continuity planning services benefits you and your clients alike. In theory, business continuity planning is a slow process. Ask a question and wait for the answer, ask the next question ... them, but you DO have to feed them. Steven Poole, director of corporate communications, .. All Articles by CompleteMarkets Editor Comments (0 ) CRM Or Marketing? This content has not been rated yet. CompleteMarkets Editor , Patricia Czech 4/30/2013 12:00:00 AM CRM OR MARKETING? by Patricia Czech Customer relationship management is a broad term that includes everything from call center routers to complex analytics, and budget allocations and d.. All Articles by CompleteMarkets Editor Comments (0 ) Key Automation Practices Lead To E&O Protection This content has not been rated yet. CompleteMarkets Editor , Jack Fries 4/30/2013 12:00:00 AM Nearly all agency systems and procedures revolve around the use of Agency Management Systems and other third-party software. Proper training ...

... Articles by CompleteMarkets Editor Comments (0 ) Community Involvement Checklist: This content has not been rated yet. Don Phin 1/26/2015 12:00:00 AM COMMUNITY INVOLVEMENT CHECKLIST: Organize a neighborhood cleanup project; Support or start a community job training center; Offer free assistance to needy area r.. All Articles by Don Phin Comments (0 ) Long-Term Care Insurance: Not For Seniors Only! This content has not been rated yet. CompleteMarkets Editor 4/30/2013 10:40:04 PM LONG-TERM CARE INSURANCE: NOT FOR SENIORS ONLY! Imagine an insurance product that your clients will keep for 20 or 30 years, or longer, while continuing to pay you generous commissions.. All Articles by CompleteMarkets Editor Comments (0 ) Long-Term Care Rates: Up, Up ... CompleteMarkets Editor Comments (0 ) Banks And Agencies: A New Way Of Doing Business This content has not been rated yet. CompleteMarkets Editor , Michael Manes 3/28/2014 12:00:00 AM The speakers on the tape I was listening to said, When you complete the process of rearing your children, you want to be.. All Articles by CompleteMarkets Editor Comments (0 ) Center Of Influence / Referral Request This content has not been rated yet. CompleteMarkets Editor 5/13/2014 12:00:00 AM Dear (Customer Name), I'm writing you today for two reasons: one, to thank you for being a valued customer of [Your Agency Name] and, two, to ask you for a favor.. All Articles by CompleteMarkets Editor Comments ( ...

...Staff your child care center with senior citizens; Lobby local, state and ...

...ities are supported by the bank's senior management. The sales culture of a go...nal Underwriter. Robert C. Smith is senior vice president and a principal of ...

... tracked, and managed. This is a responsibility appropriately filled by today's financial manager, the steward of the agency's value. What About Your Agency? Regardless of its size, today's insurance agency needs an effective financial manager-a role much broader than that of a bookkeeper or accountant. In large agencies, this role is performed by the Chief Financial Officer (CFO), who is usually a member of the senior management team, involved in virtually every strategic decision made in the agency, and ideally has the skills needed to respond to the new challenges. In small and mid-size agencies, this role is likely to be filled by an accountant or bookkeeper, with the senior principal taking a more active role in addressing many of the issues that a CFO would in a larger shop. What role does your ... manager may have responsibility for the accounting, automation, and/or administration departments, but his role has expanded significantly. With the amount and speed of change occurring and the significant pressure on profit margins, the financial manager is having to do much more than ever in the past. In the past, financial managers tracked the agency's overall performance. Today, operating performance is needed on every profit center, department, book of business, and producer. Decisions are made every day on marketing strategies, producer compensation, staffing, and so on. Consequently, detailed and accurate information is required on every aspect of the operation. With the pressure on profit margins, an agency must effectively manage revenues and expenses. As a result, the financial manager is not just tracking receivables, investment income ...

...), who is usually a member of the senior management team, involved in virtuall...n accountant or bookkeeper, with the senior principal taking a more active rol...